Member Overview

The Member Overview displays all the important information about an individual so you can get a quick understanding. On the Families tab, click Members & Constituents > Overview.
Note: If you would rather see the Personal window when you first open a record, you can switch it with the Overview. Click the My Settings icon blue outline of computer monitor, and on the Other Screen tab, clear Show Overview as First Screen.

Member Information

The member's information displays on the left. Click a piece of information to view more details or edit it. For example, if you click the member's keywords, you are taken to the Personal window where you can edit them or add more. If you click the member's phone number, you are taken to the Phones/Emails/Addr window.

To send an email, click the email icon yellow envelope beside an email address. To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.
Note: The email function uses your selections in Email & Text Setup. If you experience an issue, select Use the Simple Email dialog in the Email Server Setup window.

Family and Fund Information

Information about the member's family and funds displays on the right. Click a name or fund to go to that record's overview. Click Show Totals to view amount paid and balance due for a fund.

You can also quickly view other family members by clicking the Member # of # drop-down list at the top.